sanctions on russia. that wraps it up for today. tomorrow, eddie lew will bring you an exclusive interview with some of the biggest players in as cable industry, as well the ceo of cox communications. a great show tomorrow at 8 a.m. eastern. ♪ >> it is 56 minutes past the hour, meaning that bloomberg television is on the markets. we are 30 minutes into the start of u.s. trading, just minutes before we get to read on consumer confidence. right now u.s. stocks are rising for a second day, the dow industrials gaining 94 points. had case schiller home price index this morning under what was estimated, lagging. right out of the bear market right now, it continues to drive a lot of the trading right now because of the momentum selloff. despite the recent selloff, our next guest says that they are presenting themselves. joining us is the head of tech center equity research at s&p capital iq. how are you? >> good, thanks. >> when you look at the recent talk from march 5 and you saw the selloff, is that the correction, the shakeout that pe